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Examining how taxes, expected investment outcomes and utility can affect asset location

Examining which investment method produces better returns

Sessions will offer innovative ways to integrate the products into your practice

  • By: Staff
  • September 12, 2019 September 12, 2019
  • 09:31
Man writing on a blackboard

Proposed changes, which include late filing fees and suspensions, draw criticism

Review IIROC's proposed changes to its CE rules by Feb. 26

  • By: Staff
  • January 26, 2018 August 21, 2018
  • 16:26

If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]

The SRO is currently reviewing its CE program

Looking to squeeze in credits before year end? We can help.

  • By: Staff
  • December 14, 2016 March 19, 2019
  • 16:37

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

Get an early start on your next round of CE requirements with our full slate of courses at CE Corner.

  • By: Staff
  • September 23, 2016 April 18, 2019
  • 05:59